Nathan Ummel
Investment adviser representative at Wellington Investment Advisors
10 yearsExperience
1 stateRegistered in
$261.4MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Wellington Investment AdvisorsSep 2025 to now
- County National BankJun 2024 to Mar 2026
- Mcdonald'sDec 2023 to Jun 2024
- Hillsdale CollegeSep 2021 to Dec 2023
- Belle TireSep 2019 to Aug 2021
- Full-time StudentMay 2016 to May 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IN).
Wellington Investment Advisors
Legal name: Bullock Wealth Management Group Inc.
$261.4MAssets managed
386Clients
9Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8238016
- Firm CRD
- 283853